L3VLUP
ProSign in

VNET · META in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

VNETMETA
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • VNET
  • META
020406080202120222023202420252026
Holders and value by quarter
QuarterVNETMETA
Q3 20202 holders, $60m65 holders, $131bn
Q4 20205 holders, $128m68 holders, $137bn
Q1 20216 holders, $166m71 holders, $147bn
Q2 20213 holders, $31m64 holders, $173bn
Q3 20213 holders, $38m64 holders, $164bn
Q4 20213 holders, $7.2m57 holders, $150bn
Q1 20221 holders, $2.5m53 holders, $93.4bn
Q2 20221 holders, $2.6m58 holders, $65.9bn
Q3 20224 holders, $18m57 holders, $53.0bn
Q4 20223 holders, $23m58 holders, $56.5bn
Q1 20235 holders, $16m57 holders, $80.0bn
Q2 20235 holders, $14m64 holders, $112bn
Q3 20234 holders, $16m67 holders, $120bn
Q4 20234 holders, $15m67 holders, $143bn
Q1 20243 holders, $3.7m70 holders, $193bn
Q2 20243 holders, $5.0m65 holders, $195bn
Q3 20243 holders, $13m66 holders, $218bn
Q4 20242 holders, $5.9m65 holders, $224bn
Q1 20257 holders, $147m67 holders, $214bn
Q2 20253 holders, $45m62 holders, $270bn
Q3 20256 holders, $191m67 holders, $256bn
Q4 20256 holders, $246m58 holders, $224bn
Q1 20265 holders, $254m64 holders, $201bn
Q2 20263 holders, $173m61 holders, $188bn
VNET

21vianet Group Inc

Holders
5
Reported value
$254m
Buyers
14
Sellers
7

Breadth +7 among 91 comparable managers.

Software and IT servicesInternet, programming and data services
META

Meta Platforms Inc

Holders
64
Reported value
$201bn
Buyers
40
Sellers
28

Breadth +12 among 91 comparable managers.

Software and IT servicesConsumer and digital platforms · L3VLUPInternet, programming and data services

Who holds both, Q1 2026

Among the 66 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only VNET (2)

Discovery Capital Management LLC, Farallon Capital Management LLC

Only META (61)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Dragoneer Investment Group LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, and 36 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →